Watch List

The goal isn’t to identify all the greatest stock stories along with all the inevitable false positives that go with the shotgun approach, but to aggressively whittle-down a list of prospects so thoroughly as to be left with just a handful of the most investable ideas with the highest probability of working out.  Through the advantages of scale in stock investing, our focus needs to be on fewer, not more prospects. Remember, it takes just a couple big winners to make for an outstanding year if your portfolio is concentrated in just those few winning ideas.